Succession Planning Brazil

Family Office Porto Alegre

Financial Growth Through Strategic Estate Planning

At Proposito Partners, we believe estate planning is essential to protect your wealth, ensure business continuity, and prevent family conflicts. Structuring a holding company allows you to organize your assets efficiently, reduce tax burdens, and increase legal security.

Through personalized analysis and tailored solutions, we help our clients prepare their succession plans with peace of mind — reducing uncertainties and optimizing the transfer of wealth.

By creating a holding structure, you can centralize the control of family assets, simplify business management, and secure a lasting legacy for future generations.

Strategic Holding Structure Analysis

Reduced tax costs in the inheritance process
Easier administration and control of assets
Asset protection against risks and disputes
Conflict-free, planned succession among heirs
Family governance and continuity of business operations

Goals of Estate and Asset Planning

Estate and wealth planning go far beyond organizing assets — they ensure the preservation of your family legacy, continuity of business, and legal security throughout the succession process. With clear objectives, it’s possible to protect assets, reduce disputes, and optimize taxes through intelligent, strategic structures.

Minimize Tax Burden
Structure your succession plan to avoid excessive inheritance and gift taxes.
Preserve Asset Control
Keep management and key decisions in the hands of those you trust, with clear governance rules.
Ensure Legal Security
Prevent future disputes with a legally sound and well-documented process.

Ready to Take Your Real Estate Planning to the Next Level?